AV-611. Application. Applicable Literature. Schneider Electric DuraDrive Globe Valve Linkage General Instructions
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1 AV-611 Schneider Electric DuraDrive Globe Valve Linkage General Instructions Application The AV-611 linkage is designed to link the Schneider Electric DuraDrive Mx41-6xx3 non-spring return and Mx40-704x spring return actuators shown in Table-1 to 1/2" through 2" VB-7xxx and 1/2 through 1-1/4 discontinued VB-9xxx 2-way and 3-way globe valves. Table-1 Actuators Actuator MF MS MF MS MF MS MA40-704x MF MS Descriptions Floating 35 lb-in non-spring return Proportional 35 lb-in non-spring return Floating 70 lb-in non-spring return Proportional 70 lb-in non-spring return Floating 133 lb-in non-spring return Proportional 133 lb-in non-spring return Two-position 35 lb-in spring return Floating 35 lb-in spring return Proportional 35 lb-in spring return Applicable Literature Mx , Mx Series non-spring return actuator General Instructions, F Mx Series Non-spring return actuator General Instructions, F MA40-704x, MA4x-707x, MA4x-715x Series spring return actuator General Instructions, F MF , MF4x-707x, MF4x-715x Series spring return actuator General Instructions. Vx-7000 & Vx-9000 Series Mx41-6xxx & Mx4x-7xxx Series Linked Globe Valve Assemblies Selection Guide, F VB-7211 Series Valve Body General Instructions, F VB-7212 Series Valve Body General Instructions, F VB-7213 Series Valve Body General Instructions, F VB-7214 Series Valve Body General Instructions, F VB-7215 Series Valve Body General Instructions, F VB-7221 Series Valve Body General Instructions, F VB-7222 Series Valve Body General Instructions, F VB-7223 Series Valve Body General Instructions, F VB-7224 Series Valve Body General Instructions, F VB-7225 Series Valve Body General Instructions, F VB-7312 Series Valve Body General Instructions, F VB-7313 Series Valve Body General Instructions, F VB-7314 Series Valve Body General Instructions, F Printed in U.S.A Copyright 2010 Schneider Electric All Rights Reserved. F
2 Applicable Literature (contd) VB-7315 Series Valve Body General Instructions, F VB-7323 Series Valve Body General Instructions, F VB-7332 Series Valve Body General Instructions, F INSTALLATION Inspection Requirements Inspect the package for damage. If damaged, notify the appropriate carrier immediately. If undamaged, open the package and inspect the device for obvious damage. Return any damaged products. Training: Installer must be a qualified, experienced technician. Tools (not provided): Appropriate wrenches for stem extensions, packing nuts, and bracket nuts 10 mm socket wrench (for shaft clamp nuts on Mx and Mx40-704x) Torque wrench, range to include 60 to 120 lb.-in. (6.8 to 14 N-m) Pipe wrenches, two TOOL-37, 1-5/8 inch open-end wrench for valve mounting nut 5/16 open-end wrench for jam nuts (or TOOL-20-1 or equivalent) Vise grip or pliers Appropriate power supply (see the applicable actuator General Instructions sheet for power requirements) Warning: Disconnect the power supply (line power) before installation to prevent equipment damage. Make all connections in accordance with the job wiring diagram and in accordance with national and local electrical codes. Use copper conductors only. Mounting Allow at least 5" (127 mm) above the actuator/linkage assembly for removal and reattachment of the actuator to the installed valve. Assembling Actuator and Linkage to Valve Body Process Overview This assembly procedure consists of two sections: Section A. Assembling Linkage to Valve All Valve Types and Actuator Models For all actuator models and valve types (2-way and 3-way), follow the instructions in this section to assemble the linkage to the valve. Section B. Actuator Mounting and Setup In this section, choose the subsection that is appropriate for the specific actuator type and valve type, to mount the actuator and adjust the linkage: B1. Mx and Mx Non-spring Return Actuators with Manual Override 2-Way (Stem Up Open, Stem Up Closed) and 3-Way Valves These instructions apply to actuators with manual override, to be mounted onto 2-way valves (stem up closed and stem up open) and 3-way valves B2. Mx Non-Spring Return Actuators with Manual Override 2-Way Valves (Stem Up Closed and Stem Up Open) and 3-Way Valves These instructions apply to actuators with manual override, to be mounted onto 2-way valves (stem up closed and stem up open) and 3-way valves. B3. Mx40-704x Spring Return Actuators without Manual Override 2-Way Valves (Stem Up Closed and Stem Up Open) These instructions apply to spring return actuators, to be mounted onto 2-way valves (stem up closed and stem up open). 2 Copyright 2010 Schneider Electric All Rights Reserved. F
3 B4. Mx40-704x Spring Return Actuators without Manual Override 3-Way Valves These instructions apply to spring return actuators, to be mounted onto 3-way valves. Refer to Table-2, below, to determine the assembly path for the specific actuator and valve. Table-2 Assembly Process for Mounting Actuator and Linkage to Valve Body. Actuator Type Non-spring Return Actuators with Manual Override: Mx Mx Non-spring Return Actuators with Manual Override: MX Spring Return Actuators without Manual Override: MX40-704X a Valve Type Section A Subsection B1 2-Way Stem-Up Open X X 2-Way Stem-Up Closed X X 3-Way X X Subsection B2 2-Way Stem-Up Open X X 2-Way Stem-Up Closed X X 3-Way X X Section B Subsection B3 Subsection B4 2-Way Stem-Up Open X X 2-Way Stem-Up Closed a X X 3-Way a X X Power is required to position the actuator during assembly. Insert in Wide Slot Insert in Narrow Slot NYBA-173 Mx , Mx NYBA-161 Mx40-704x NYBA-206 Mx Figure-1 Anti-Rotation Studs. F Copyright 2010 Schneider Electric All Rights Reserved. 3
4 Section A. Assembling Linkage to Valve All Valve Types and Actuator Models 1. If necessary, remove unused anti-rotation studs from linkage (see Figure-1 on page 3) 2. Assemble the linkage to the valve, according to Figure-2. 1 Locate and remove the two jam nuts taped to the linkage housing, then screw the nuts to the bottom of the valve stem (at least 1/4" of the stem should extend above the top nut). 2 Tighten the jam nuts against each other, using two 5/16" open-end wrenches (or TOOL-20-1 or equivalent). 3 Raise the valve stem to the full up position. Typical Valve Body (2-Way shown) 6 Orient the linkage on the valve as desired, and then tighten the valve mounting nut against the linkage adaptor, using TOOL Rotate the pinion shaft CCW to raise the rack and expose the jam nuts. 4 Rotate the pinion shaft CW to fully lower the rack, and then position the linkage over the valve stem. 5 Fully thread the linkage rack onto the valve stem until it contacts the jam nuts (do not tighten), then engage the valve mounting nut in the linkage adaptor (do not tighten). 8 Tighten the jam nuts against the rack, using a 5/16" open-end wrench on the lower jam nut (or TOOL-20-1 or equivalent). Figure-2 Assembling Linkage to Valve. 3. Continue the assembly process according to the following section, Section B. Actuator Mounting and Setup. 4 Copyright 2010 Schneider Electric All Rights Reserved. F
5 Section B. Actuator Mounting and Setup To mount the actuator and set up the assembly, refer to the subsection that applies to the specific actuator type and valve type. B1. Mx and Mx Non-spring Return Actuators with Manual Override 2-Way (Stem Up Open, Stem Up Closed) and 3-Way Valves a. Confirm that the NYBA-173 anti-rotation stud is installed in the narrow slot of the linkage (refer to Figure-1 on page 3). Install the actuator onto the linkage and valve and set up the assembly as shown in Figure-3. 1 Rotate the linkage's pinion shaft CCW, to retract the rack (stem up). 3 Align the actuator with the mounting plate. 4 Slide the anti-rotation stud half way into the slot on the bottom of the actuator, then tighten the nut on the anti-rotation screw. 2 Slide the actuator onto the linkage's pinion shaft. 5 Hold down the manual override button. Valve Stroke Down Dash Mark 6 Point the positioning lever towards the "valve stroke up" hole. 7 Make sure the actuator is in full contact with the plastic stand-offs on the linkage, and then use a 7/32" hex wrench to tighten the set screw 55 to 60 lb-in. (6.2 to 6.8 N-m). Valve Stroke Up Dash Mark NYBA-173 Mx , Mx CLOSED OPEN (in narrow slot of linkage) Optional: Affix the Open and Closed labels to the indicator in the appropriate positions. Figure-3 Mounting Mx and Mx Actuators and Setting Up Actuator/Linkage/Valve Assembly b. Apply power to the actuator and check the system s operation for heating or cooling output in response to the control signal. c. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information. For valve body installation and application information, refer to the appropriate valve body General Instructions sheet. Refer to "Applicable Literature" on page 1. F Copyright 2010 Schneider Electric All Rights Reserved. 5
6 B2. Mx Non-Spring Return Actuators with Manual Override 2-Way Valves (Stem Up Closed and Stem Up Open) and 3-Way Valves a. Confirm that the NYBA-206 anti-rotation stud is installed in the wide slot of the linkage (refer to Figure-1 on page 3). Install the actuator onto the linkage and valve, and set up the assembly, according to Figure-4 below. 2 Slide the actuator onto the linkage's pinion shaft. 1 Rotate the linkage's pinion shaft CCW, to retract the rack (stem up). CLOSED OPEN Optional: Affix the Open and Closed labels to the indicator in the appropriate positions. 3 Align the actuator with the mounting plate. 4 Slide the anti-rotation stud half way into the slot on the bottom of the actuator, and then tighten the nut on the anti-rotation screw. 7 Make sure the actuator is in full contact with the plastic stand-offs on the linkage, then use an 18 mm wrench or socket to tighten the shaft clamp nut 90 to 108 lbin (10 to 12 N-m). Do not overtighten. 5 Hold down the manual override button. 6 Position the actuator output shaft at 10 from CCW end of travel. Figure-4 Mounting Mx and Setting up Actuator/Linkage/Valve Assembly. NYBA-206 Mx (in wide slot of linkage) b. Apply power to the actuator and check the system s operation for heating or cooling output, in response to the control signal. c. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information. For valve body installation and application information, refer to the appropriate valve body General Instructions sheet. Refer to "Applicable Literature" on page 1. 6 Copyright 2010 Schneider Electric All Rights Reserved. F
7 B3. Mx40-704x Spring Return Actuators without Manual Override 2-Way Valves (Stem Up Closed and Stem Up Open) a. Confirm that the NYBA-161 anti-rotation stud is installed in the wide slot of the linkage (refer to Figure-1 on page 3). Install the actuator onto the linkage and 2-way valve, and set up the assembly, according to Figure-5 below. L 1 Rotate the linkage's pinion shaft to the valve open position: 1 Stem Up Open Valves - Rotate the pinion shaft CCW to retract the linkage rack to the up position. Stem Up Closed Valves - Rotate the pinion shaft CW to extend the linkage rack to the down position. CLOSED OPEN Optional: Affix the Open and Closed labels to the indicator in the appropriate positions. 3 Align the actuator with the linkage. 4 Slide the anti-rotation stud half way into the slot on the bottom of the actuator, and then tighten the nut on the anti-rotation screw. 2 Slide the actuator, "L" side facing out, onto the linkage's pinion shaft. 1 Caution: When used on a VB-9xxx or similar 1/2" to 1-1/4" (15 mm to 32 mm) valve body, push the valve stem all the way down and adjust the rack to get at least 1/32" (1 mm) clearance above the top of the packing. Use only 35 lb-in. (4 N-m) Mx40-704x actuators on obsolete valves. Stem or plug damage may result from using actuators with higher output torques. 2 Tip: MA40-704x Two-Position - When power is applied (L1, L2), the actuator will travel to the end of stroke. MF40-704x Floating Control - Connect the blue lead to the red lead, and then apply power (L1, L2) to drive the actuator to the end of stroke. MS40-704x Proportional Control - Change the reversing switch setting from direct acting (L) to reverse acting (R),then apply power to drive the actuator to the end of stroke. When finished, return the switch setting to direct acting (L). L 5 Make sure the actuator is in full contact with the plastic stand-offs on the linkage. NYBA-161 Mx40-704x (in wide slot of linkage) 6 Lightly finger-tighten the two nuts on the shaft clamp, and then set up the actuator and tighten the shaft clamp as follows: For Normally Open Operation, Stem Up Open Valves a. Verify that the linkage rack is still in the full up position. b. Using a 10 mm wrench or socket, torque the nuts equally on the shaft clamp, 8 to 10 lb-ft (11 to 14 N-m). The actuator is now in the open position, without power. For Normally Closed Operation, Stem Up Closed Valves a. Power the actuator to the end of stroke (see the applicable actuator General Instructions). 2 b. Verify that the linkage rack is still in the full down position. c. Using a 10 mm wrench or socket, torque the nuts equally on the shaft clamp, 8 to 10 lb-ft (11 to 14 N-m). The actuator is now in the open position, at the end of stroke. Figure-5 Mounting Mx40-704x on 2-Way Valves and Setting up Actuator/Linkage/Valve Assembly. b. Apply power to the actuator and check the system s operation for heating or cooling output, in response to the control signal. c. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information. For valve body installation and application information, refer to the appropriate valve body General Instructions sheet. Refer to "Applicable Literature" on page 1. F Copyright 2010 Schneider Electric All Rights Reserved. 7
8 B4. Mx40-704x Spring Return Actuators without Manual Override 3-Way Valves a. Confirm that the NYBA-161 anti-rotation stud is installed in the wide slot of the linkage (refer to Figure-1 on page 3).Install the actuator onto the linkage and 3-way valve, and set up the assembly, according to Figure-6 below. CLOSED OPEN Optional: Affix the Open and Closed labels to the indicator in the appropriate positions. 3 Make sure the actuator is in full contact with the plastic stand-offs on the linkage. 4 Holding the actuator at the 10 position, use a 10 mm wrench or socket to tighten the two nuts equally on the shaft clamp, 8 to 10 lb-ft (11 to 14 N-m). 5 Apply power to the actuator to rotate it CCW into alignment with the mounting plate,then slide the antirotation stud halfway into the slot on the bottom of the actuator. Tighten the nut on the anti-rotation screw. Warning: Take care not to pinch your fingers or hand between the actuator and the mounting plate, when powering the actuator into alignment. Caution: When setting the valve preload, power must be used to position the actuator. Do not manually force the actuator into the mounting position. If forced, damage to the pinion shaft or improper close-off may occur. 4 L 1 Slide the actuator, "L" side facing out, onto the linkage's pinion shaft /8" 10 2 Align the actuator with the 2 3 mounting plate, then rotate it 10 CW. Note that 1-1/8" movement at the anti-rotation slot (measured at anti-rotation slot's centerline) is sufficiently equal to Tip: MA40-704x Two-Position - When power is applied (L1, L2), the actuator will travel to the end of stroke. MF40-704x Floating Control - Connect the blue lead to the red lead, and then apply power (L1, L2) to drive the actuator to the end of stroke. MS40-704x Proportional Control - Change the reversing switch setting from direct acting (L) to reverse acting (R), and then apply power to drive the actuator to the end of stroke. When finished, return the switch setting to direct acting (L). 1-3/8" Open-End Wrench 1 Caution: When used on a VB-9xxx or similar 1/2" to 1-1/4" (15 mm to 32 mm) valve body, push the valve stem all the way down and adjust the rack to get at least 1/32" (1 mm) clearance above the top of the packing. Use only 35 lb-in. (16 N-m) Mx40-704x actuators on obsolete valves. Stem or plug damage may result from using actuators with higher output torques. 3 Tip: A 1-3/8" open-end wrench can be used to measure the amount of rotation (approx. 10, measured between opposite sides of the slot). 3 2 Mx40-704x actuators are shipped at the end of stroke, without preload. 1-3/8" 3 Figure-6 Mounting Mx40-704x on 3-Way Valves and Setting up Actuator/Linkage/Valve Assembly. b. Apply power to the actuator and check the system s operation for heating or cooling output, in response to the control signal. c. Refer to the appropriate actuator General Instructions sheet for actuator wiring and application information (see "Applicable Literature (contd)" on page 2). For valve body installation and application information, refer to the appropriate valve body General Instructions sheet. On October 1st, 2009, TAC became the Buildings business of its parent company Schneider Electric. This document reflects the visual identity of Schneider Electric, however there remains references to TAC as a corporate brand in the body copy. As each document is updated, the body copy will be changed to reflect appropriate corporate brand changes. Copyright 2010, Schneider Electric All brand names, trademarks and registered trademarks are the property of their respective owners. Information contained within this document is subject to change without notice. F Schneider Electric 1354 Clifford Avenue P.O. Box 2940 Loves Park, IL
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